Highlights

  • Weebit Nano shares rose 8.16% to AUD 5.30 following confirmation of a licensing agreement with Texas Instruments.
  • The agreement enables integration of Weebit’s ReRAM technology into TI’s advanced embedded semiconductor processes.
  • Weebit provided guidance of minimum FY26 revenue of AUD 10 million following recent licensing agreements.

Weebit Nano Limited (ASX: WBT) shares rose 8.16% to AUD 5.30 during morning trade on 29 December, following the announcement of a technology licensing agreement with global semiconductor manufacturer Texas Instruments (TI). The agreement covers the integration of Weebit’s resistive random access memory (ReRAM) technology into TI’s embedded processing semiconductor platforms.

Share Price Reaction to Licensing Announcement

The share price move came after Weebit confirmed it had entered a long-term licensing agreement with TI, one of the world’s largest analog and embedded processing chip suppliers. Under the arrangement, Weebit’s ReRAM technology will be incorporated into TI’s advanced semiconductor process nodes.

The agreement includes intellectual property licensing, technology transfer, and collaboration on design and qualification of ReRAM within TI’s manufacturing processes. Production orders and royalty payments are expected to commence in the medium term, subject to TI’s internal deployment timelines.

ReRAM Technology Integrated Into Advanced Process Nodes

Weebit’s ReRAM is a non-volatile memory (NVM) designed for low power consumption and compatibility with advanced semiconductor manufacturing. The technology has demonstrated high-temperature retention and has been qualified to operate at up to 150°C under AEC-Q100 standards, supporting applications in automotive and industrial markets.

Under the agreement, ReRAM will be embedded into TI’s processing platforms rather than supplied as a standalone memory product.

Licensing Portfolio Expands Across Global Fabs

With the Texas Instruments agreement, Weebit now holds IP licensing agreements with four semiconductor fabrication facilities, alongside multiple agreements with product companies. These arrangements enable the integration of Weebit’s ReRAM into a range of manufacturing environments and end-use applications.

The licensing framework allows partners to embed ReRAM directly into their chips, supporting a broad range of semiconductor designs without requiring changes to standard manufacturing flows.

FY26 Revenue Guidance Announced

Weebit also confirmed guidance of minimum FY26 revenue of AUD 10 million. The revenue target was previously referenced as a goal in the CEO’s presentation at the company’s annual general meeting on 24 November 2025 and was not presented as a forecast at that time.

Following the execution of recent licensing agreements, including the TI deal, the company stated it is now able to provide guidance of minimum FY26 revenue of AUD 10 million. The timing and scale of revenue contributions from individual licensing agreements will depend on customer adoption and production schedules.